Where can I find my tax documents?

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• Are tax documents automatically updated considering tax-loss harvesting transactions?

  Yes, once your tax-loss harvesting transactions have been executed, the tax documents available in our Tax Module are automatically updated.

• Which documents are required to file taxes in India for my US stock investments?

  The following documents are required to file taxes in India for your US stock investments: Capital gains summary Schedule FA Schedule FSI Schedule TR Form 67 You can read more about the documents needed here. All of these documents are generated by ...

• How do I change my tax residency on Vested?

  You can change your tax residency status by logging into DriveClient and following the steps mentioned below: 1. Log in to the client portal of Drivewealth (Our broker partner) · Enter your Brokerage Account number · Enter the last four digits of ...

• What are the tax implications on investing in US stocks and ETFs as an Indian resident?

  For investors in India, there are two types of taxation events when you have returns from your investments in US stocks: Taxes on investment gains: You will be taxed in India for this gain, but will not be taxed in the US. The amount of taxes you ...

• Is bonus stripping eligible for tax-loss harvesting in India?

  As per the Amendment to Section 94(8) of the Income Tax Act, capital gains/losses from bonus stripping transactions are not eligible for tax-loss harvesting.